DFX Intelligence

B•••• K•••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

B•••• K•••• F••••

Advisor at U•••• V•••••• W•••• A•••••••

FORT MYERS, FL

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Search this name across graphsid dfx:ria:acef09f4-47cc-081b-f20e-d5bd1484b096

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U•••• V•••••• W•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U•••• V•••••• W•••• A•••••••	Independent wealth	Jan 13, 2022	n/a	yes	FORT MYERS, FL	Current employment
A•••• W••••• M••••••••• L••	Independent wealth	Dec 11, 2019	Oct 26, 2021	no	Naples, FL\|BROOKFIELD, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• L••	U•••• V•••••• W•••• A•••••••	Oct 26, 2021	Jan 13, 2022	79	Firm change	RIA to RIA
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Nov 6, 2019	Feb 28, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
111514:7870:FL:2019-11-06	Nov 6, 2019	Feb 28, 2018	FT MYERS, FL	Firm change after gap

Relationships

Registered with (5)

→ U•••• V•••••• W•••• A•••••••Registered adviserregistration: current employment
Jan 13, 2022 to presentfactForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 11, 2019 to Oct 26, 2021factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Nov 6, 2019factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acef09f4-47cc-081b-f20e-d5bd1484b096
First observed: Feb 27, 2017
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.